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Dimensional US Equity ETF

733 hedge funds and large institutions have $12.4B invested in Dimensional US Equity ETF in 2025 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 302 increasing their positions, 193 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
733
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
126
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$255K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CT
576
Caldwell Trust
Florida
$340K
FWM
577
Focused Wealth Management
New York
$336K
SWP
578
Strategic Wealth Partners
Ohio
$335K
FNT
579
First National Trust
Pennsylvania
$335K
FFWA
580
FRG Family Wealth Advisors
Washington
$335K
IIA
581
Integrity Investment Advisors
Colorado
$334K
BB
582
Busey Bank
Illinois
$333K
UB
583
UMB Bank
Missouri
$331K
VW
584
Vance Wealth
California
$330K
PWIA
585
Porter White Investment Advisors
Alabama
$326K
TWM
586
Tanager Wealth Management
United Kingdom
$326K
WIA
587
World Investment Advisors
California
$325K
OCM
588
One Capital Management
California
$324K
IWS
589
Integrity Wealth Solutions
Colorado
$324K
AWMNY
590
Arcadia Wealth Management (New York)
New York
$323K
WWM
591
Whalen Wealth Management
Nevada
$321K
MWM
592
MBE Wealth Management
Wisconsin
$320K
NCM
593
Noesis Capital Mangement
Florida
$319K
DCA
594
DSG Capital Advisors
Minnesota
$317K
VPIM
595
Vanguard Personalized Indexing Management
California
$315K
Renaissance Technologies
596
Renaissance Technologies
New York
$315K
CTWM
597
Cherry Tree Wealth Management
Minnesota
$314K
TNA
598
True North Advisors
Texas
$313K
DWA
599
Delap Wealth Advisory
Oregon
$312K
WAM
600
Weatherly Asset Management
California
$311K